US Activist Hedge Fund Institutional SEC 13D 13G — July 27, 2026

Activist & Institutional Activity

By Gunpowder Editorial ·

6 high priority 44 medium priority 50 total filings analysed

Executive Summary

This digest of 50 SEC filings reveals a surge in activist and institutional activity, with two distinct themes dominating: aggressive proxy fights in small-cap biotech/tech and a massive wave of passive institutional position disclosures from JPMorgan, BlackRock, and First Trust.

The most critical development is the escalated proxy fight at Evogene Ltd., where a 17.4% shareholder group has set a hard July 31 deadline to call a special meeting, threatening personal director liability. Concurrently, a consortium including CPPIB has submitted a revised $7.02/share best-and-final offer for ReNew Energy Global, signaling a potential take-private. On the passive side, JPMorgan disclosed significant 5%+ stakes in 12 companies, including a 13% position in DigitalOcean and 9.8% in Burlington Stores, while BlackRock revealed a 13.7% stake in Concentra Group and 11.2% in Crescent Energy. A notable pattern emerges from Orin Hirschman's AIGH Capital, which filed 8 new passive 13G positions across small-caps while completely exiting Intellicheck, suggesting a portfolio rotation into value-oriented micro-caps. The most bearish signal is BlackRock's massive 70%+ reduction in Beyond Meat, dropping from a 5%+ holder to just 1.5%, signaling a loss of conviction in the plant-based meat sector.

Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →

Filing types in this digest: Schedule 13D · Schedule 13G

Tracking the trend? Catch up on the prior US Activist Hedge Fund Institutional SEC 13D 13G digest from July 24, 2026.

Investment Signals (12)

  • Activist group L.I.A. Pure Capital escalated proxy fight, rejected settlement, set July 31 deadline for board to call special meeting to refresh board; group increased stake by buying 80K ADSs at $0.579 on July 20 [BULLISH for activist catalyst]

  • ReNew Energy Global (RNW) (BULLISH)

    Consortium including CPPIB submitted revised best-and-final $7.02/share cash offer (up from prior bid), representing ~46.73% ownership; no definitive agreement yet but signals strong buyout interest

  • Activist group J.B.D Innovation with 24.82% stake delivered demand letter for special meeting to remove directors and elect 4 new nominees; shares acquired at avg $1.751 on July 23 [BULLISH for governance change]

  • JPMorgan's DigitalOcean Holdings (DOCN) (BULLISH)

    JPMorgan disclosed 13.0% passive stake (13.65M shares), one of the largest institutional positions in the batch, signaling confidence in cloud infrastructure

  • BlackRock's Concentra Group (CON) (BULLISH)

    BlackRock disclosed 13.7% passive stake (17.57M shares), a significant position in a healthcare services company, with a net increase of 191K shares from prior period

  • BlackRock's Crescent Energy (CRGY) (BULLISH)

    BlackRock increased stake to 11.2% (37.1M shares), up ~0.9% in share count from prior filing, maintaining conviction in energy sector

  • Orin Hirschman's AIGH Capital Portfolio Rotation

    AIGH filed 8 new passive 13G positions (Clearfield 7.4%, Spruce Biosciences 9.1%, Vuzix 8.1%, NN Inc 9.7%, Digital Turbine 5.4%, Amtech Systems 7.2%, DOMO 6.9% via options, SmartKem 4.9%) while completely exiting Intellicheck, signaling a concentrated rotation into small-cap value/tech [BULLISH for these names]

  • BlackRock's Beyond Meat (BYND) (BEARISH)

    BlackRock slashed stake from 5%+ to just 1.5%, a reduction of at least 70%, signaling severe loss of conviction in plant-based meat sector

  • Sigma Partners' Everspin Technologies (MRAM) (BEARISH)

    Venture capital firm Sigma Partners completely exited its position (went to 0 from prior stake), signaling end of VC support for the MRAM technology company

  • Transcode Therapeutics (RNAZ)

    Controlling shareholder DEFJ LLC disclosed 83.9% ownership and plans to convert preferred stock into common after waiving beneficial ownership limitation, becoming controlling shareholder - extreme concentration risk [NEUTRAL/BEARISH for minority holders]

  • JPMorgan's AutoZone (AZO) (BULLISH)

    JPMorgan disclosed 7.5% passive stake (1.24M shares), a significant position in auto parts retail, signaling confidence in consumer discretionary spending

  • JPMorgan's Twilio (TWLO) (BULLISH)

    JPMorgan disclosed 8.0% passive stake (12.2M shares), a large position in cloud communications, signaling confidence in the sector

Risk Flags (9)

  • Activist group threatens to use Sections 64 and 65 of Israeli Companies Law if board fails to call special meeting by July 31, which could shift meeting expenses to company and hold directors personally liable - extreme governance pressure

  • Controlling shareholder DEFJ LLC owns 83.9% and plans to convert preferred stock, becoming controlling shareholder; extreme ownership concentration creates significant minority shareholder risk

  • BlackRock reduced stake by 70%+ from 5%+ to 1.5%, a massive de-rating signal for the plant-based meat sector; could trigger further institutional selling

  • Sigma Partners (early VC backer) completely exited position, going to zero from prior stake, signaling end of institutional support for the company

  • Orin Hirschman's AIGH Capital completely exited Intellicheck (went to 0 shares), signaling loss of conviction in the identity verification software company

  • Loewenbaum Trust purchased 1.76M shares and warrants for 5.29M additional shares at $0.34 exercise price; warrants not exercisable until shareholder approval expected July 29 - massive potential dilution of 280%+ if all warrants exercised

  • Activist group with 24.82% stake demanding board removal and special meeting; potential for prolonged governance battle and stock volatility

  • Feis Equities disclosed 3.29% stake in a blank check company; SPACs carry inherent risk of no viable acquisition target and potential liquidation

  • State of Michigan Retirement System owns 85.58% of Class I shares, creating extreme ownership concentration and potential liquidity issues for minority holders

Opportunities (10)

  • Activist group with 17.4% stake has set July 31 deadline for board to call special meeting; if board fails to act, activists can use Israeli law to force meeting at company expense. Potential for board refresh and value unlock. Entry at $0.579 (activist's recent buy price) offers downside protection

  • Consortium including CPPIB submitted revised $7.02/share best-and-final offer; current trading likely below offer price creating arbitrage opportunity. 46.73% insider ownership increases probability of deal completion

  • Activist group with 24.82% stake demanding removal of directors and election of 4 new nominees; successful board change could drive operational improvements and stock re-rating

  • Orin Hirschman's AIGH Portfolio / Value Play (OPPORTUNITY)

    AIGH Capital built 8 new positions across small-caps (Clearfield 7.4%, Spruce Biosciences 9.1%, Vuzix 8.1%, NN Inc 9.7%, Digital Turbine 5.4%, Amtech Systems 7.2%, DOMO 6.9% via options, SmartKem 4.9%). Hirschman's track record suggests these are undervalued; following his portfolio rotation could identify alpha

  • JPMorgan's 13.0% passive stake signals institutional confidence in cloud infrastructure; company benefits from AI/cloud spending trends. Large passive position reduces downside volatility

  • BlackRock's 13.7% stake (17.57M shares) signals strong institutional conviction in occupational health services; net increase of 191K shares from prior period shows continued accumulation

  • JPMorgan disclosed 9.8% passive stake (6.22M shares) in off-price retailer; large institutional position signals confidence in consumer spending and off-price retail model

  • Loewenbaum Trust purchased warrants with $0.34 exercise price (expiring 2028 and 2031); if shareholder approval obtained July 29, warrants become exercisable. Current stock price likely above $0.34 creates immediate warrant value

  • AIGH Capital disclosed 9.7% passive stake in industrial manufacturer; Hirschman's involvement could signal potential operational improvements or strategic alternatives

  • AIGH Capital disclosed 8.1% passive stake in AR glasses maker; small-cap AR play with institutional backing could benefit from AI/AR convergence theme

Sector Themes (6)

  • Passive Institutional Accumulation in Mid-Caps

    JPMorgan disclosed 5%+ stakes in 12 companies across diverse sectors (DigitalOcean 13%, Burlington 9.8%, Ventas 8.7%, Twilio 8%, AutoZone 7.5%, Warner Music 7.6%, 3M 7.4%, Lemonade 7%, NXP 6.6%, Neurocrine 6.3%, Trane Tech 5.6%, Arthur Gallagher 5.5%, FIS 5.2%). This broad-based accumulation suggests institutional rotation into quality mid-caps with strong business models.

  • Orin Hirschman's Small-Cap Value Rotation

    AIGH Capital filed 8 new passive 13G positions (Clearfield, Spruce Biosciences, Vuzix, NN Inc, Digital Turbine, Amtech Systems, DOMO via options, SmartKem) while completely exiting Intellicheck. This pattern suggests a thematic rotation into small-cap value/tech with tangible assets or products, away from pure-play software.

  • Activist Surge in Small-Cap Biotech/Tech

    Three activist campaigns emerged simultaneously: Evogene (17.4%, proxy fight), Wearable Devices (24.82%, board removal), and CollPlant (18.6%, warrant investment). All target small-cap companies with depressed stock prices, suggesting activists see value in beaten-down micro-caps.

  • BlackRock's Selective Rebalancing

    BlackRock increased positions in Concentra Group (+191K shares) and Crescent Energy (+0.9%) while slashing Beyond Meat by 70%+ and reducing Accuray and aTYR Pharma. This selective approach suggests BlackRock is rotating out of consumer staples/plant-based into healthcare services and energy.

  • SPAC/Blank Check Institutional Interest

    Feis Equities disclosed passive stakes in two SPACs (Plutonian Acquisition 3.29%, Southern Cross Acquisition 7.5%), suggesting institutional appetite for blank-check companies with potential near-term business combinations.

  • Healthcare Services Institutional Favor

    Multiple large passive stakes in healthcare services companies: BlackRock's Concentra Group (13.7%), JPMorgan's Ventas (8.7% - healthcare REIT), and Neurocrine Biosciences (6.3%). This sector is seeing significant institutional accumulation.

Watch List (8)

  • Activist group's deadline for board to call special meeting; if board fails to act, activists will use Israeli Companies Law Sections 64/65 to force meeting. Watch for board response by July 31.

  • Shareholder approval expected on or about July 29 for warrant exercise; if approved, 5.29M additional shares become exercisable at $0.34, creating massive dilution or upside depending on stock price.

  • Consortium's revised $7.02/share offer is best-and-final but non-binding; watch for definitive agreement announcement or competing bids.

  • Activist group delivered demand letter for special meeting to remove directors; watch for company response and meeting date announcement.

  • DEFJ LLC waived beneficial ownership limitation effective 60 days from July 27; watch for preferred stock conversion into common, which will make DEFJ controlling shareholder.

  • BlackRock's 70%+ reduction could trigger other institutions to follow; watch for additional 13G filings showing reduced positions from other large holders.

  • Orin Hirschman's AIGH Portfolio / Future 13D Filings
    👁

    AIGH filed passive 13Gs for 8 positions; watch for potential upgrades to 13D if Hirschman decides to take an activist stance in any of these names.

  • JPMorgan's 13G/A Filings / Future Activity
    👁

    JPMorgan filed 12 amended 13Gs on the same day; watch for any subsequent 13D filings if JPMorgan shifts from passive to activist stance in any position.

Filing Analyses (50)
Evogene Ltd. SC 13D/A negative materiality 8/10

27-07-2026

L.I.A. Pure Capital Ltd. and its group filed an amended Schedule 13D on July 27, 2026, disclosing a 17.41% aggregate beneficial ownership stake in Evogene Ltd. The group, which includes Invest Pro Shukai Hon Ltd., has escalated a proxy fight by reiterating a demand for a special general meeting to refresh the board, rejecting settlement proposals, and setting a July 31, 2026 deadline for the board to call the meeting. Pure Capital also acquired an additional 80,000 ADSs at $0.579 per share on July 20, 2026, increasing its economic exposure.

  • · The group rejected settlement proposals from Evogene, including a single board seat with standstill conditions.
  • · The group demands the board call a special meeting by July 31, 2026, and convene it by September 4, 2026.
  • · The group threatens to use Sections 64 and 65 of the Israeli Companies Law if the board fails to act, which would shift meeting expenses to the company and potentially hold directors personally liable.
  • · The group also demands preservation of the status quo, barring the company from taking actions outside the ordinary course of business until the special meeting.
  • · Pure Capital's sole dispositive power covers 1,752,000 ADSs and 56,100 ordinary shares (13.64%).
  • · Invest Pro's sole dispositive power covers 500,000 ADSs (3.77%).
  • · The group has shared voting power over 2,252,000 ADSs and 56,100 ordinary shares (17.41%).
  • · The filing notes that the actual total shares outstanding may be higher than the 13,258,521 non-affiliate float used, meaning the group's actual percentage could be lower.
Wearable Devices Ltd. SC 13D mixed materiality 8/10

27-07-2026

A group led by J.B.D Innovation Ltd. and Victor Tshuva & Co. has filed a Schedule 13D disclosing beneficial ownership of 543,361 ordinary shares (24.82%) of Wearable Devices Ltd. The group has also delivered a demand letter to the company requesting a special general meeting to amend the articles of association, remove certain directors, and elect four new nominees. The filing reveals a coordinated activist campaign by the reporting persons.

  • · The reporting persons acquired 543,361 ordinary shares on July 23, 2026, in open market transactions at an average price of $1.751 per share.
  • · J.B.D Innovation Ltd. will transfer 66,000 shares to Victor Tshuva & Co. at $1.751 per share for a total of $116,297, with payment due within five days of notice.
  • · The group has delivered a demand letter to the company requesting a special general meeting to amend the articles of association regarding director election and removal, remove certain incumbent directors, and elect four new nominees.
  • · Nissim Daniel and Victor Tshuva do not directly own any ordinary shares; their beneficial ownership is through their respective companies.
TIGO ENERGY INC SC 13G/A neutral materiality 3/10

27-07-2026

Orin Hirschman and affiliated entities (AIGH Capital Management LLC and AIGH Investment Partners LLC) filed a Schedule 13G/A with the SEC on July 27, 2026, disclosing aggregate beneficial ownership of 1,990,371 shares of Tigo Energy Inc. common stock, representing 2.6% of the outstanding shares. The filing indicates a passive investment intent, with the securities acquired and held in the ordinary course of business without the purpose of changing or influencing control of the issuer.

  • · The filing is an amendment (Schedule 13G/A) to a previous beneficial ownership report.
  • · AIGH Capital Management LLC acts as an Advisor or Sub-Advisor for shares held by AIGH Investment Partners, L.P. and WVP Emerging Manager Onshore Fund, LLC - AIGH Series.
  • · Orin Hirschman directly holds shares through AIGH LLC and personally with his family.
  • · The Reporting Persons certify that the securities were not acquired with the purpose of changing or influencing control of the issuer.
SmartKem, Inc. SC 13G/A neutral materiality 5/10

27-07-2026

Orin Hirschman and affiliated entities (AIGH Capital Management and AIGH Investment Partners) filed an amended Schedule 13G with the SEC, disclosing beneficial ownership of 1,095,791 shares of SmartKem, Inc. common stock (including shares issuable upon warrant exercise), representing a 4.9% stake as of June 30, 2026. The filing indicates passive investment intent and that an additional 238,992 warrant shares are excluded due to beneficial ownership limitations.

  • · The filing was made under Rule 13d-1(b), indicating a passive investment intent (not to change or influence control).
  • · 1,095,791 shares include common shares issuable upon exercise of warrants; 238,992 additional warrant shares are excluded because of beneficial ownership limitations on exercise.
  • · Reporting entities include AIGH Capital Management LLC (investment advisor), AIGH Investment Partners LLC (direct holder), and Orin Hirschman (indirect holder).
  • · The principal business address for the reporting persons is 6006 Berkeley Avenue, Baltimore, MD 21209.
  • · Orin Hirschman is the sole member/manager controlling the reported interests.
Intellicheck, Inc. SC 13G/A negative materiality 5/10

27-07-2026

Orin Hirschman and affiliated entities (AIGH Capital Management LLC, AIGH Investment Partners LLC) filed a Schedule 13G/A with the SEC on July 27, 2026, disclosing that they collectively beneficially own 0 shares of Intellicheck, Inc. common stock as of June 30, 2026. This represents a complete exit from their previous position in the company.

  • · The filing is an amendment (Schedule 13G/A) indicating a change from a prior filing where the group likely held a non-zero position.
  • · The group's ownership is now zero across all entities: AIGH Capital Management LLC (as advisor/sub-advisor), AIGH Investment Partners LLC (direct), and Orin Hirschman (direct and indirect).
  • · The filing certifies the securities were acquired and held in the ordinary course of business, not to change or influence control of the issuer.
LEMAITRE VASCULAR INC SC 13G neutral materiality 3/10

27-07-2026

First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation filed a Schedule 13G with the SEC on July 27, 2026, disclosing beneficial ownership of 1,175,902 shares of LeMaitre Vascular Inc. (LMAT), representing 5.15% of the outstanding common stock. The filing is a routine passive ownership disclosure under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not to influence control. The reporting entities disclaim beneficial ownership of the shares held by unit investment trusts and other managed accounts.

  • · The filing is made under Rule 13d-1(b), confirming passive investment intent.
  • · The Charger Corporation is the General Partner of both First Trust Portfolios L.P. and First Trust Advisors L.P.
  • · First Trust Portfolios L.P. acts as sponsor of certain unit investment trusts that hold LMAT shares; no individual trust holds more than 3% of any registered investment company issuer's shares.
  • · The reporting persons do not have the power to vote the shares held by the unit investment trusts; those shares are voted by the trustee.
  • · The difference between the aggregate beneficial ownership (1,175,902 shares) and the unit investment trust holdings (5,538 shares) represents shares held in other registered investment companies, pooled investment vehicles, and separately managed accounts advised by First Trust Advisors L.P.
Andersen Group Inc. SC 13G/A neutral materiality 5/10

27-07-2026

JPMorgan Chase & Co. filed a Schedule 13G/A with the SEC on July 27, 2026, disclosing beneficial ownership of 1,412,823 shares of Andersen Group Inc. Class A common stock, representing 10.4% of the outstanding shares. The filing indicates JPMorgan holds the shares in the ordinary course of business and not with the intent to influence control of the company.

  • · JPMorgan also reported sole voting power over 1,365,521 shares and sole dispositive power over 1,412,823 shares.
  • · The filing is an amendment (Schedule 13G/A) and was made pursuant to Rule 13d-1(b), indicating passive investment intent.
  • · JPMorgan's aggregate beneficial ownership is 10.4% of the outstanding Class A common stock.
Lemonade, Inc. SC 13G/A neutral materiality 6/10

27-07-2026

JPMorgan Chase & Co. filed an amended Schedule 13G with the SEC on July 27, 2026, disclosing beneficial ownership of 5,391,937 shares of Lemonade, Inc. common stock as of June 30, 2026. This represents a 7.0% stake in the company. The filing indicates JPMorgan acquired the shares in the ordinary course of business and not with the intent to change or influence control of Lemonade.

  • · The filing is an amendment (SC 13G/A) to a previous Schedule 13G, indicating a change in ownership or other required update.
  • · JPMorgan reported sole voting power over 5,299,211 shares and shared voting power over 141 shares.
  • · JPMorgan reported sole dispositive power over 5,384,389 shares and shared dispositive power over 6,919 shares.
  • · The filing is made under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not for the purpose of changing or influencing control.
  • · The filing date is July 27, 2026, with the ownership data as of June 30, 2026.
Fidelity National Information Services, Inc. SC 13G/A neutral materiality 5/10

27-07-2026

JPMorgan Chase & Co. filed a Schedule 13G/A with the SEC on July 27, 2026, disclosing its beneficial ownership of 27,027,447 shares of Fidelity National Information Services, Inc. (FIS) common stock, representing 5.2% of the outstanding shares as of June 30, 2026. The filing indicates that JPMorgan holds the shares in the ordinary course of business and not for the purpose of changing or influencing control of FIS.

  • · JPMorgan Chase & Co. holds sole voting power over 24,786,121 shares and shared voting power over 492,856 shares.
  • · JPMorgan Chase & Co. holds sole dispositive power over 26,877,969 shares and shared dispositive power over 149,476 shares.
  • · The filing is an amendment (Schedule 13G/A) to a previous beneficial ownership report.
  • · The securities were acquired and are held in the ordinary course of business, not for changing or influencing control of FIS.
AUTOZONE INC SC 13G/A neutral materiality 5/10

27-07-2026

JPMorgan Chase & Co. filed an amended Schedule 13G with the SEC on July 27, 2026, reporting beneficial ownership of 1,235,814 shares of AutoZone Inc. common stock, representing 7.5% of the outstanding shares. The filing indicates JPMorgan holds these shares in the ordinary course of business and not for the purpose of changing or influencing control of AutoZone.

  • · The filing is an amendment to a previous Schedule 13G (SC 13G/A).
  • · JPMorgan Chase & Co. has sole voting power over 1,094,668 shares and shared voting power over 12,794 shares.
  • · JPMorgan Chase & Co. has sole dispositive power over 1,234,081 shares and shared dispositive power over 1,700 shares.
  • · The filing certifies that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
Arthur J. Gallagher & Co. SC 13G/A neutral materiality 5/10

27-07-2026

JPMorgan Chase & Co. filed a Schedule 13G/A with the SEC on July 27, 2026, disclosing beneficial ownership of 14,160,776 shares of Arthur J. Gallagher & Co. common stock, representing 5.5% of the outstanding shares as of June 30, 2026. The filing indicates that the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

  • · JPMorgan Chase & Co. holds 14,160,776 shares of Arthur J. Gallagher & Co. common stock, representing 5.5% of outstanding shares.
  • · The filing is an amendment to Schedule 13G, indicating a change in ownership from a prior filing.
  • · The shares are held by multiple subsidiaries including J.P. Morgan Trust Company of Delaware, J.P. Morgan Securities LLC, and others.
  • · JPMorgan certifies that the securities were acquired in the ordinary course of business and not with the purpose of changing control.
WINMARK CORP SC 13G neutral materiality 3/10

27-07-2026

First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation filed a Schedule 13G with the SEC on July 27, 2026, disclosing beneficial ownership of 190,157 shares of Winmark Corp (WINA), representing a 5.32% stake. The filing is made under Rule 13d-1(b) and the entities disclaim beneficial ownership of the shares, which are held primarily through unit investment trusts and managed accounts in the ordinary course of business.

  • · The filing is a Schedule 13G, not 13D, indicating passive investment intent.
  • · First Trust Portfolios L.P. acts as sponsor of certain unit investment trusts that hold Winmark shares; no individual trust holds more than 3% of any registered investment company issuer's shares.
  • · First Trust Advisors L.P. serves as portfolio supervisor for those unit investment trusts and also holds shares in other registered investment companies, pooled vehicles, and separately managed accounts.
  • · The reporting entities disclaim beneficial ownership of the shares and do not have voting power over shares held by the unit investment trusts (voted by the trustee).
  • · The filing is jointly submitted by the three entities pursuant to Rule 13d-1(k)(1).
FIRST TRUST EXCHANGE-TRADED FUND VIII SC 13G/A neutral materiality 3/10

27-07-2026

First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation filed a Schedule 13G/A disclosing beneficial ownership of 10,098,191 shares (66.44%) of First Trust Exchange-Traded Fund VIII as of June 30, 2026. The filing is an amendment to a prior Schedule 13G and is made under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not to influence control. However, all reporting persons disclaim beneficial ownership of the shares, which are held primarily by unit investment trusts sponsored by First Trust Portfolios L.P.

  • · The filing is an amendment to a prior Schedule 13G (SC 13G/A).
  • · First Trust Portfolios L.P. reported 0 shares beneficially owned in Row (8) but 10,098,191 shares in Row (9) (difference due to shares held in other vehicles).
  • · No individual unit investment trust holds more than 3% of any registered investment company issuer's shares.
  • · Shares are voted by the trustee of the unit investment trusts to mirror the vote of other shareholders, except under certain agreements per Rule 12d1-4.
Snap-on Inc SC 13G neutral materiality 3/10

27-07-2026

First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation filed a Schedule 13G with the SEC on July 27, 2026, disclosing aggregate beneficial ownership of 2,676,114 shares of Snap-on Incorporated, representing 5.17% of the outstanding common stock. The filing is a routine passive ownership disclosure under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not to influence control.

  • · The filing is made pursuant to Rule 13d-1(b) (passive investor exemption).
  • · First Trust Portfolios L.P. directly holds 410,273 shares as sponsor of certain unit investment trusts.
  • · First Trust Advisors L.P. directly holds 2,265,841 shares as investment advisor.
  • · The Charger Corporation is the general partner of both First Trust entities and disclaims beneficial ownership.
  • · No individual unit investment trust sponsored by First Trust Portfolios L.P. holds more than 3% of any registered investment company issuer's shares.
  • · The reporting persons disclaim beneficial ownership of the shares identified in the filing.
NEUROCRINE BIOSCIENCES INC SC 13G/A neutral materiality 5/10

27-07-2026

JPMorgan Chase & Co. filed a Schedule 13G/A with the SEC on July 27, 2026, disclosing beneficial ownership of 6,338,240 shares of Neurocrine Biosciences Inc. common stock as of June 30, 2026. This represents a 6.3% stake in the company, making JPMorgan a significant shareholder. The filing indicates the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control.

  • · The filing is an amendment (13G/A) to a previous Schedule 13G.
  • · JPMorgan's aggregate holdings include 5,719,691 shares with sole voting power, 20,413 shares with shared voting power, 6,337,388 shares with sole dispositive power, and 767 shares with shared dispositive power.
  • · The filing is made under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not to influence control.
DigitalOcean Holdings, Inc. SC 13G/A neutral materiality 6/10

27-07-2026

JPMorgan Chase & Co. filed a Schedule 13G/A with the SEC on July 27, 2026, disclosing beneficial ownership of 13,652,240 shares of DigitalOcean Holdings, Inc. common stock as of June 30, 2026, representing a 13.0% stake. The filing indicates JPMorgan holds the shares in the ordinary course of business and not for the purpose of changing or influencing control of the company.

  • · JPMorgan's aggregate beneficial ownership includes shares held by multiple subsidiaries, including J.P. Morgan Securities LLC (8,520 shares) and JPMorgan Chase Bank, National Association (13,642,381 shares).
  • · The filing is an amendment (Schedule 13G/A) to a prior Schedule 13G, indicating a change in ownership or other required update.
  • · JPMorgan certifies the shares were acquired and are held in the ordinary course of business, not for control purposes.
Burlington Stores, Inc. SC 13G/A neutral materiality 5/10

27-07-2026

JPMorgan Chase & Co. filed a Schedule 13G/A with the SEC on July 27, 2026, disclosing beneficial ownership of 6,224,078 shares of Burlington Stores, Inc. common stock, representing 9.8% of the outstanding shares. The filing indicates that JPMorgan holds these shares in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

  • · The filing is an amendment (Schedule 13G/A) to a previous beneficial ownership report.
  • · JPMorgan's holdings include shares held by multiple subsidiaries, including J.P. Morgan Trust Company of Delaware, J.P. Morgan Securities LLC, and various asset management entities.
  • · The filing certifies that the securities were acquired and are held in the ordinary course of business, not for control purposes.
NXP Semiconductors N.V. SC 13G/A neutral materiality 5/10

27-07-2026

JPMorgan Chase & Co. filed an amended Schedule 13G with the SEC on July 27, 2026, disclosing beneficial ownership of 16,733,174 common shares of NXP Semiconductors N.V., representing 6.6% of the outstanding shares as of June 30, 2026. The filing indicates JPMorgan holds the shares in the ordinary course of business and not with the intent to influence control of the issuer.

  • · The filing is an amendment (SC 13G/A) to a previous Schedule 13G.
  • · JPMorgan holds shares through multiple subsidiaries including J.P. Morgan Securities LLC and JPMorgan Chase Bank.
  • · The filing certifies the shares were acquired and are held in the ordinary course of business, not to influence control.
  • · No prior period comparison is available in this filing to assess changes in ownership percentage.
Plutonian Acquisition Corp. II SC 13G/A neutral materiality 3/10

27-07-2026

Feis Equities LLC and its managing member Lawrence M. Feis filed an amended Schedule 13G disclosing beneficial ownership of 354,052 Class A ordinary shares of Plutonian Acquisition Corp. II, representing a 3.29% stake as of July 24, 2026. The filing indicates the shares were not acquired with the purpose of changing or influencing control of the issuer. The percentage is based on 10,750,000 Class A ordinary shares outstanding as reported by the issuer in a May 11, 2026 8-K filing.

  • · The filing is an amendment to a previous Schedule 13G (SC 13G/A).
  • · The filing is made pursuant to Rule 13d-1(c) under the Securities Exchange Act of 1934.
  • · The business address of the reporting persons is 1740 Waukegan Road, Suite 206, Glenview, Illinois 60025.
  • · The issuer's business address is 1216 Broadway, New York, NY 10001.
  • · A Joint Filing Agreement was executed by Feis Equities LLC and Lawrence M. Feis on July 24, 2026.
Southern Cross Acquisition I Corp. SC 13G neutral materiality 3/10

27-07-2026

Feis Equities LLC and Lawrence M. Feis filed a Schedule 13G disclosing beneficial ownership of 863,002 ordinary shares (7.5% of outstanding shares) of Southern Cross Acquisition I Corp., a blank check company. The filing indicates passive investment intent under Rule 13d-1(c).

  • · Issuer is a blank check company (SIC 6770) with 11,500,000 ordinary shares outstanding as of July 20, 2026.
  • · Feis Equities LLC is an Illinois limited liability company; Lawrence M. Feis is a U.S. citizen.
  • · The filing is made pursuant to Rule 13d-1(c), indicating passive investment.
Warner Music Group Corp. SC 13G/A neutral materiality 5/10

27-07-2026

JPMorgan Chase & Co. filed a Schedule 13G/A with the SEC on July 27, 2026, disclosing its beneficial ownership of 11,193,249 shares of Warner Music Group Corp. Class A Common Stock as of June 30, 2026, representing 7.6% of the outstanding shares. The filing indicates that JPMorgan holds these shares in the ordinary course of business and not with the intent to change or influence control of the issuer.

  • · The filing is an amendment (Schedule 13G/A) to a previous beneficial ownership report.
  • · JPMorgan has sole voting power over 10,501,794 shares and shared voting power over 175,208 shares.
  • · JPMorgan has sole dispositive power over 11,193,246 shares and shared dispositive power over only 2 shares.
  • · The securities are held by multiple JPMorgan affiliates, including J.P. Morgan Securities LLC, JPMorgan Asset Management (UK) Limited, JPMorgan Chase Bank, National Association, J.P. Morgan Investment Management Inc., JPMorgan Asset Management (China) Company Limited, and 55I, LLC.
  • · The filing certifies that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
Ventas, Inc. SC 13G/A neutral materiality 5/10

27-07-2026

JPMorgan Chase & Co. filed an amended Schedule 13G with the SEC on July 27, 2026, disclosing beneficial ownership of 42,614,309 shares of Ventas, Inc. common stock, representing 8.7% of shares outstanding as of June 30, 2026. The filing reflects a passive investment position held in the ordinary course of business, with no intent to influence control of the company.

  • · The filing is an amendment to a previous Schedule 13G, indicating a change in ownership or filing status.
  • · JPMorgan Chase & Co. has sole voting power over 36,825,651 shares and sole dispositive power over 41,469,372 shares.
  • · Shared voting power is 1,565,354 shares, and shared dispositive power is 1,143,854 shares.
  • · The filing is made under Rule 13d-1(b), confirming the holdings are passive and not for control purposes.
TWILIO INC SC 13G/A neutral materiality 5/10

27-07-2026

JPMorgan Chase & Co. filed an amended Schedule 13G with the SEC on July 27, 2026, disclosing beneficial ownership of 12,202,360 shares of Twilio Inc. Class A Common Stock, representing 8.0% of the outstanding shares as of June 30, 2026. The filing indicates JPMorgan holds the shares in the ordinary course of business and not with the intent to influence control of Twilio.

  • · The filing is an amendment to a previous Schedule 13G (SC 13G/A).
  • · JPMorgan Chase & Co. has sole voting power over 11,657,013 shares and shared voting power over 25,174 shares.
  • · JPMorgan Chase & Co. has sole dispositive power over 12,175,391 shares and shared dispositive power over 25,673 shares.
  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
  • · The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Twilio.
Trane Technologies plc SC 13G/A neutral materiality 3/10

27-07-2026

JPMorgan Chase & Co. filed an amended Schedule 13G with the SEC on July 27, 2026, reporting beneficial ownership of 12,451,325 ordinary shares of Trane Technologies plc, representing 5.6% of the outstanding shares. The filing indicates that JPMorgan holds these shares in the ordinary course of business and not with the intent to change or influence control of the company.

  • · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(b).
  • · JPMorgan's aggregate beneficial ownership includes shares held by multiple subsidiaries, with 11,187,605 shares having sole voting power, 130,079 shares shared voting power, 12,389,599 shares sole dispositive power, and 60,399 shares shared dispositive power.
  • · The filing certifies that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control.
Jefferies Credit Partners BDC Inc. SC 13D/A neutral materiality 6/10

27-07-2026

Abu Dhabi Investment Authority (ADIA) and its affiliates Platinum International Investment Holdings RSC Limited and Platinum Falcon B 2018 RSC Limited filed Amendment No. 11 to their Schedule 13D, disclosing that on July 23, 2026, Platinum Falcon purchased 1,748,155.172 shares of Jefferies Credit Partners BDC Inc. Class I Common Stock for $25,000,000 at $14.30079 per share. Following this issuance, the Reporting Persons collectively beneficially own 26,794,407.973 shares, representing 45.5% of the outstanding Class I Common Stock, based on 58,942,077.596 total shares outstanding.

  • · This is Amendment No. 11 to the original Schedule 13D filed on December 13, 2023.
  • · The purchase was made pursuant to a Notice delivered by the Issuer on June 15, 2026.
  • · The Reporting Persons have sole voting power over 2,888,161.802204 shares and sole dispositive power over 26,794,407.973 shares.
  • · No other transactions in the Issuer's securities were conducted by the Reporting Persons in the past sixty days.
ReNew Energy Global plc SC 13D/A mixed materiality 9/10

27-07-2026

On July 27, 2026, a consortium including Sumant Sinha and Canada Pension Plan Investment Board (CPPIB) submitted a revised non-binding proposal to acquire ReNew Energy Global plc for $7.02 per share in cash, up from a prior offer. The consortium collectively may be deemed to beneficially own approximately 46.73% of outstanding shares, with CPPIB alone holding about 34.4% voting rights. The proposal is described as the consortium's best and final non-binding offer, but no definitive agreement has been reached.

  • · The Revised Proposal increases the Cash Offer to $7.02 per share from a prior proposal made on May 28, 2026.
  • · All other terms of the May 28, 2026 proposal, including the Rollover, remain unchanged.
  • · The Revised Proposal is non-binding and no definitive agreement has been executed.
  • · Mr. Sinha holds one Class B Ordinary Share with voting rights linked to shares that would be issued upon exchange of ordinary shares in ReNew India at a ratio of 1-to-0.8289.
  • · CPPIB holds a Class D Share providing 12,345,678 voting rights.
  • · The Reporting Persons disclaim beneficial ownership of shares owned by CPPIB.
  • · No transactions in Shares were effected by the Reporting Persons during the past 60 days.
3M CO SC 13G/A neutral materiality 5/10

27-07-2026

JPMorgan Chase & Co. filed a Schedule 13G/A with the SEC on July 27, 2026, disclosing beneficial ownership of 38,598,106 shares of 3M Company common stock, representing 7.4% of shares outstanding as of June 30, 2026. The filing indicates JPMorgan holds the shares in the ordinary course of business and not for control purposes.

  • · The filing is an amendment (SCHEDULE 13G/A) to a previous Schedule 13G.
  • · JPMorgan's beneficial ownership includes shares held by multiple subsidiaries, with sole voting power over 35,183,736 shares, shared voting power over 368,358 shares, sole dispositive power over 38,445,558 shares, and shared dispositive power over 148,889 shares.
  • · The filing is made pursuant to Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not with the purpose of changing control.
HarbourVest Private Investments Fund SC 13G/A neutral materiality 8/10

27-07-2026

The State of Michigan Retirement System filed a Schedule 13G/A with the SEC on July 27, 2026, disclosing beneficial ownership of 55,121,744.702 Class I Common Shares of HarbourVest Private Investments Fund, representing 85.58% of the outstanding Class I Common Shares as of June 30, 2026. The filing indicates a change in ownership of more than 1% since the prior filing, with the shares held in the ordinary course of business and not for control purposes.

  • · The filing is an amendment to Schedule 13G, indicating a change in beneficial ownership of more than 1% since the previous filing.
  • · The shares are held under Rule 13d-1(b), indicating passive investment intent.
  • · The reporting person has sole voting and dispositive power over all 55,121,744.702 shares.
  • · The issuer's outstanding share count as of June 1, 2026, was used to calculate the 85.58% ownership percentage.
Clearfield, Inc. SC 13G neutral materiality 5/10

27-07-2026

Orin Hirschman and affiliated entities (AIGH Capital Management LLC, AIGH Investment Partners LLC) filed a Schedule 13G with the SEC on July 27, 2026, disclosing beneficial ownership of 1,008,469 shares of Clearfield, Inc. common stock, representing 7.4% of the outstanding shares. The filing indicates the shares were acquired in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

  • · The filing is made under Rule 13d-1(b), indicating passive investment intent.
  • · Orin Hirschman directly holds shares and also indirectly holds through AIGH Capital Management LLC and AIGH Investment Partners LLC.
  • · AIGH Capital Management LLC acts as an Advisor or Sub-Advisor for shares held by AIGH Investment Partners, L.P. and WVP Emerging Manager Onshore Fund, LLC - AIGH Series.
  • · Principal business address of the Reporting Persons is 6006 Berkeley Avenue, Baltimore, MD 21209.
CollPlant Biotechnologies Ltd SC 13D/A neutral materiality 7/10

27-07-2026

A group of reporting persons led by the Loewenbaum family and related entities disclosed aggregate beneficial ownership of 3,518,237 ordinary shares (18.6%) of CollPlant Biotechnologies Ltd in an amended Schedule 13D/A filed July 27, 2026. The filing details a June 29, 2026 Securities Purchase Agreement under which The Loewenbaum 1992 Trust purchased 1,764,706 ordinary shares, Series A Warrants for 1,764,706 shares (exercise price $0.34, expiring July 16, 2028), and Series B Warrants for 3,529,412 shares (exercise price $0.34, expiring July 16, 2031), with the transaction completed on July 6, 2026. The warrants are not exercisable until shareholder approval expected on or about July 29, 2026, and the group states the investment is for investment purposes with no present plans for control-related actions.

  • · The Loewenbaum 1992 Trust purchased 1,764,706 ordinary shares, Series A Warrants (1,764,706 shares), and Series B Warrants (3,529,412 shares) on June 29, 2026; transaction completed July 6, 2026.
  • · Series A Warrants expire July 16, 2028; Series B Warrants expire July 16, 2031; both have an exercise price of $0.34 per share.
  • · Warrants are not exercisable until shareholder approval, expected on or about July 29, 2026.
  • · The reporting group's aggregate beneficial ownership is 3,518,237 ordinary shares, representing 18.6% of the 18,908,207 outstanding shares as of March 31, 2026.
  • · No reporting person has been convicted in a criminal proceeding or been party to a securities-related civil proceeding in the last five years.
EVERSPIN TECHNOLOGIES INC. SC 13G/A negative materiality 5/10

27-07-2026

Sigma Partners 8, L.P. and affiliated entities filed a Schedule 13G/A with the SEC on July 27, 2026, reporting that as of June 30, 2026, they no longer beneficially own any shares of Everspin Technologies Inc. common stock. This represents a complete exit of their position, down from a prior ownership stake. The filing is based on 23,447,577 shares outstanding as of April 23, 2026.

  • · The filing is an amendment (Schedule 13G/A) to a prior Schedule 13G filed on February 9, 2017.
  • · All four reporting entities (SP 8, SA 8, SI 8, SM 8) reported zero beneficial ownership as of June 30, 2026.
  • · Sigma Management 8, L.L.C. is the general partner of the other three entities and shares voting and investment authority over their shares.
Transcode Therapeutics, Inc. SC 13D/A mixed materiality 8/10

27-07-2026

CK Life Sciences Int'l. (Holdings) Inc. (the Reporting Persons, via DEFJ, LLC) reports beneficial ownership of 14,134,481 shares of Transcode Therapeutics, Inc. (RNAZ), representing approximately 83.9% of the outstanding Common Stock based on 3,017,306 shares outstanding as of July 23, 2026. DEFJ submitted a notice on July 27, 2026 waiving a Beneficial Ownership Limitation effective 60 days after the notice and plans to convert its Series A and Series B Preferred Stock into Common Stock, which the filing states will make DEFJ the controlling shareholder; however, aside from a conversion on July 23, 2026 of 21.6755 shares of Series B Preferred Stock into 216,755 shares of Common Stock, no other transactions in the past 60 days were reported.

  • · The reported 14,134,481 share figure is composed of 300,040 shares held directly by DEFJ, 11,813,859 shares issuable upon conversion of 1,181.3859 shares of Series A Preferred Stock, and 2,020,582 shares issuable upon conversion of 202.0582 shares of Series B Preferred Stock.
  • · DEFJ waived the Beneficial Ownership Limitation in Section 6.3.3 of the Certificate of Designation on July 27, 2026, effective 60 days after the notice, and plans to convert its Series A and Series B Preferred Stock following effectiveness of the waiver, which the filing states will result in DEFJ becoming the controlling shareholder.
  • · The filing treats the outstanding share count as 3,017,306 as of July 23, 2026, which is the basis for the 83.9% calculation and already 'takes into account the shares of Common Stock underlying the Series A Preferred Stock and Series B Preferred Stock held by the Reporting Persons.'
  • · Other than the July 23, 2026 conversion of 21.6755 shares of Series B Preferred Stock into 216,755 Common shares, the Reporting Persons reported no other transactions in the Common Stock during the past 60 days.
SPRUCE BIOSCIENCES, INC. SC 13G neutral materiality 5/10

27-07-2026

Orin Hirschman and affiliated entities (AIGH Capital Management LLC, AIGH Investment Partners LLC) filed a Schedule 13G with the SEC on July 27, 2026, disclosing beneficial ownership of 250,000 shares of Spruce Biosciences, Inc. common stock, representing a 9.1% stake. The filing indicates the shares were acquired in the ordinary course of business and not for the purpose of changing or influencing control of the company.

  • · The Schedule 13G was filed pursuant to Rule 13d-1(b), indicating the filer is a passive investor.
  • · Orin Hirschman directly holds shares and also indirectly holds shares through AIGH Capital Management LLC and AIGH Investment Partners LLC.
  • · The principal business address of the Reporting Persons is 6006 Berkeley Avenue, Baltimore, MD 21209.
  • · The filing certifies that the securities were not acquired with the purpose of changing or influencing control of the issuer.
DOMO, INC. SC 13G neutral materiality 5/10

27-07-2026

Orin Hirschman and related entities (AIGH Capital Management LLC, AIGH Investment Partners LLC) filed a Schedule 13G disclosing beneficial ownership of 2,880,000 shares of DOMO, Inc. Class B Common Stock, representing 6.9% of the outstanding shares. The shares are held through options exercisable within 60 days. The filing indicates passive investment intent under Rule 13d-1(b).

  • · The filing is a Schedule 13G, indicating passive investment intent (not activist).
  • · All 2,880,000 shares are represented by options exercisable within 60 days.
  • · Reporting persons include AIGH Capital Management LLC (investment advisor), AIGH Investment Partners LLC (direct holder), and Orin Hirschman (individual).
Vuzix Corp SC 13G neutral materiality 5/10

27-07-2026

AIGH Capital Management LLC, AIGH Investment Partners LLC, and Orin Hirschman filed a Schedule 13G with the SEC on July 27, 2026, disclosing beneficial ownership of 6,745,667 shares of Vuzix Corp common stock, representing an 8.1% stake. The filing indicates the shares were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.

  • · The filing was made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
  • · Orin Hirschman is the Managing Member of AIGH Capital Management LLC and President of AIGH LLC.
  • · The principal business address of the reporting persons is 6006 Berkeley Avenue, Baltimore, MD 21209.
  • · The filing certifies that the securities were not acquired with the purpose or effect of changing or influencing control of Vuzix Corp.
NN INC SC 13G neutral materiality 5/10

27-07-2026

Orin Hirschman and affiliated entities (AIGH Capital Management LLC, AIGH Investment Partners LLC) filed a Schedule 13G on July 27, 2026, disclosing beneficial ownership of 7,531,532 shares of NN, Inc. common stock, representing 9.7% of the outstanding shares. The filing indicates passive investment intent, with the securities acquired and held in the ordinary course of business without the purpose of changing or influencing control of the issuer.

  • · The filing is made under Rule 13d-1(b), indicating passive investment intent.
  • · Orin Hirschman directly and indirectly holds shares through AIGH Capital Management LLC (as advisor/sub-advisor) and AIGH Investment Partners LLC.
  • · No shares are held with the purpose of changing or influencing control of NN, Inc.
  • · The filing date is July 27, 2026, with the event date as of June 30, 2026.
Digital Turbine, Inc. SC 13G neutral materiality 5/10

27-07-2026

Orin Hirschman and affiliated entities (AIGH Capital Management LLC, AIGH Investment Partners LLC) filed a Schedule 13G with the SEC on July 27, 2026, disclosing beneficial ownership of 6,548,450 shares of Digital Turbine, Inc. common stock, representing a 5.4% stake. The filing indicates the shares were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.

  • · The filing is made under Rule 13d-1(b), indicating the shares are held in the ordinary course of business and not with the purpose of changing or influencing control.
  • · The reporting persons include Orin Hirschman individually, AIGH Capital Management LLC (as advisor/sub-advisor), and AIGH Investment Partners LLC (direct holder).
  • · The principal business address of the reporting persons is 6006 Berkeley Avenue, Baltimore, MD 21209.
AMTECH SYSTEMS INC SC 13G neutral materiality 5/10

27-07-2026

Orin Hirschman and affiliated entities (AIGH Capital Management LLC, AIGH Investment Partners LLC) filed a Schedule 13G on July 27, 2026, disclosing beneficial ownership of 1,252,000 shares of Amtech Systems Inc. common stock, representing 7.2% of shares outstanding. The filing indicates passive investment intent under Rule 13d-1(b).

  • · Filing type is Schedule 13G, indicating passive investment (not activist).
  • · No prior period comparison available; this appears to be an initial filing or a new position.
  • · AIGH Capital Management LLC acts as advisor/sub-advisor for AIGH Investment Partners L.P. and WVP Emerging Manager Onshore Fund LLC - AIGH Series.
  • · Orin Hirschman also holds shares directly and through family.
Hyatt Hotels Corp SC 13G neutral materiality 5/10

27-07-2026

Fenelon Opportunity Fund Inc. filed a Schedule 13G disclosing beneficial ownership of 2,066,815 shares of Hyatt Hotels Corp, representing 5.0% of outstanding shares as of July 24, 2026. The filing indicates passive investment intent under Rule 13d-1(c).

  • · Filing is a Schedule 13G, indicating passive investment (not activist).
  • · Fenelon Opportunity Fund Inc. is based in Dallas, TX, and incorporated in Montana.
  • · The filing date is July 27, 2026, with ownership as of July 24, 2026.
COTY INC. SC 13G neutral materiality 3/10

27-07-2026

BlackRock, Inc. disclosed in a Schedule 13G filing that, as of June 30, 2026, it beneficially owns 56,018,923 shares of Coty Inc. Class A common stock, representing 6.4% of the outstanding shares, up from 55,452,045 shares (a 1.0% increase in share count, though the prior percentage was not disclosed). The filing is a passive investment disclosure under Rule 13d-1(b) and states that the shares were acquired and are held in the ordinary course of business without intent to change or influence control of Coty.

  • · The filing is made as a passive investor under Rule 13d-1(b).
  • · BlackRock disclaims beneficial ownership of any shares held by other business units not included in this filing.
  • · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
  • · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple attorneys-in-fact to execute and file ownership reports.
  • · An exhibit lists several BlackRock subsidiaries that may beneficially own 5% or more of the security class, including BlackRock Life Limited, BlackRock Advisors, LLC, BlackRock Institutional Trust Company, National Association, and others.
Blaize Holdings, Inc. SC 13G neutral materiality 5/10

27-07-2026

BlackRock, Inc. filed a Schedule 13G with the SEC on July 27, 2026, disclosing beneficial ownership of 7,237,904 shares of Blaize Holdings, Inc. common stock, representing 5.1% of the outstanding shares. The filing indicates the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or controlling the issuer.

  • · The filing is made under Rule 13d-1(b), indicating passive investment intent.
  • · BlackRock disclaims beneficial ownership of shares held by other business units not included in this filing.
  • · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
  • · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple individuals to execute ownership reporting documents.
aTYR PHARMA INC SC 13G/A neutral materiality 3/10

27-07-2026

BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 27, 2026, disclosing beneficial ownership of 1,725,072 shares of aTYR PHARMA INC common stock, representing 1.8% of the outstanding shares. The filing indicates BlackRock's holdings are held in the ordinary course of business and not for control purposes, with no single person's interest exceeding 5%.

  • · The filing is an amendment (SC 13G/A) to a previous Schedule 13G.
  • · BlackRock's ownership is reported under Rule 13d-1(b), indicating passive investment intent.
  • · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple individuals to execute ownership reporting documents.
  • · Exhibit 99 notes that BlackRock Fund Advisors and BlackRock Institutional Trust Company, National Association each beneficially own 5% or more of the reported security class.
ACCURAY INC SC 13G/A neutral materiality 3/10

27-07-2026

BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 27, 2026, disclosing beneficial ownership of 2,077,522 shares of Accuray Inc. common stock, representing 1.7% of the outstanding shares. The filing indicates a decrease from the prior period, as BlackRock reported sole voting power over 2,062,080 shares and sole dispositive power over 2,077,522 shares, with no single beneficial owner holding more than 5% of the class.

  • · The filing is an amendment (Schedule 13G/A) to a previous Schedule 13G.
  • · BlackRock's ownership is held in the ordinary course of business and not for changing or influencing control of Accuray.
  • · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
  • · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple individuals to execute ownership reporting documents.
  • · BlackRock's reporting business units include BlackRock Advisors, LLC, BlackRock Asset Management Canada Limited, BlackRock Fund Advisors, BlackRock Institutional Trust Company, National Association, BlackRock Financial Management, Inc., and BlackRock Investment Management, LLC.
CHEMUNG FINANCIAL CORP SC 13G neutral materiality 3/10

27-07-2026

BlackRock, Inc. filed a Schedule 13G with the SEC on July 27, 2026, disclosing beneficial ownership of 254,371 shares of Chemung Financial Corp common stock, representing 5.3% of outstanding shares. The filing indicates BlackRock holds the shares in the ordinary course of business and does not have the purpose of changing or influencing control.

  • · BlackRock's filing is under Rule 13d-1(b), indicating passive investment intent.
  • · No single person's interest in the common stock exceeds 5% of total outstanding shares.
  • · The filing includes a power of attorney dated January 21, 2025, authorizing multiple individuals to execute filings.
Concentra Group Holdings Parent, Inc. SC 13G/A neutral materiality 5/10

27-07-2026

BlackRock, Inc. filed an amended Schedule 13G with the SEC on July 27, 2026, disclosing beneficial ownership of 17,569,590 shares of Concentra Group Holdings Parent, Inc. common stock, representing 13.7% of the outstanding shares as of June 30, 2026. The filing indicates a net increase of 191,431 shares from the sole voting power figure of 17,378,159, though no prior period comparison is provided in the filing itself. The shares are held in the ordinary course of business and not for changing or influencing control of the issuer.

  • · The filing is an amendment (13G/A) to a previous Schedule 13G.
  • · The filing date is July 27, 2026, with the ownership data as of June 30, 2026.
  • · BlackRock certifies the securities were acquired and are held in the ordinary course of business, not for changing or influencing control.
  • · One of the reporting entities, iShares Core S&P Small-Cap ETF, individually beneficially owns more than 5% of the outstanding common stock.
  • · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple individuals to execute ownership reporting documents.
Crescent Energy Co SC 13G/A neutral materiality 5/10

27-07-2026

BlackRock, Inc. filed an amended Schedule 13G with the SEC on July 27, 2026, disclosing beneficial ownership of 37,098,664 Class A shares of Crescent Energy Co, representing 11.2% of the outstanding shares. The filing indicates BlackRock's holdings increased from 36,758,431 shares (as of the prior filing) to the current level, reflecting a modest increase of approximately 0.9% in share count, while the percentage ownership remained flat at 11.2%.

  • · BlackRock's filing is under Rule 13d-1(b), indicating passive investment intent.
  • · The filing certifies that the securities were acquired and held in the ordinary course of business, not to change or influence control of Crescent Energy Co.
  • · BlackRock Fund Advisors is the only subsidiary that beneficially owns 5% or more of the class of securities.
  • · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
Ceribell, Inc. SC 13G neutral materiality 3/10

27-07-2026

BlackRock, Inc. filed a Schedule 13G with the SEC on July 27, 2026, disclosing beneficial ownership of 1,909,628 shares of Ceribell, Inc. (CBLL) common stock, representing 5.03% of the outstanding shares as of June 30, 2026. The filing indicates that BlackRock holds the shares in the ordinary course of business and not with the intent to change or influence control of Ceribell.

  • · BlackRock's filing is under Rule 13d-1(b), indicating passive investment intent.
  • · BlackRock disclaims beneficial ownership of any shares beyond those reported by its Reporting Business Units.
  • · No single person within BlackRock's reporting group has an interest exceeding 5% of Ceribell's outstanding shares.
  • · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple officers to execute regulatory filings.
California BanCorp \ CA SC 13G neutral materiality 3/10

27-07-2026

BlackRock, Inc. filed a Schedule 13G with the SEC on July 27, 2026, reporting beneficial ownership of 1,790,663 shares of California BanCorp common stock, representing 5.6% of the outstanding shares. The filing indicates BlackRock acquired the shares in the ordinary course of business and not to influence control.

  • · BlackRock's filing is under Rule 13d-1(b), indicating passive investment intent.
  • · No single person within BlackRock has an interest exceeding 5% of the outstanding shares.
  • · The filing includes a power of attorney dated January 21, 2025, authorizing multiple individuals to execute filings.
BEYOND MEAT, INC. SC 13G/A negative materiality 8/10

27-07-2026

BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 27, 2026, reporting beneficial ownership of 7,478,042 shares of Beyond Meat, Inc. common stock as of June 30, 2026. This represents 1.5% of the outstanding shares, a decrease from the 5% or greater threshold previously reported, indicating BlackRock has significantly reduced its stake in the company.

  • · BlackRock's ownership dropped from 5% or greater to 1.5%, a reduction of at least 70%.
  • · The filing is an amendment (Schedule 13G/A) indicating a material change in ownership.
  • · BlackRock certifies the shares were acquired and held in the ordinary course of business, not for changing or influencing control.
  • · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple individuals to execute ownership reports.
Aura Biosciences, Inc. SC 13G/A neutral materiality 3/10

27-07-2026

BlackRock, Inc. filed an amended Schedule 13G with the SEC on July 27, 2026, reporting beneficial ownership of 4,582,436 shares of Aura Biosciences, Inc. common stock, representing 4.4% of the outstanding shares. This is a passive investment filing under Rule 13d-1(b), indicating BlackRock does not have the purpose of changing or influencing control of Aura Biosciences.

  • · BlackRock's beneficial ownership includes 4,528,500 shares with sole voting power and 4,582,436 shares with sole dispositive power.
  • · No single person within BlackRock's reporting group holds more than 5% of Aura Biosciences' outstanding shares.
  • · The filing is an amendment to a previous Schedule 13G, reflecting ownership as of June 30, 2026.
  • · BlackRock certified the securities were acquired and held in the ordinary course of business, not for changing or influencing control.

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